2027 Marketing Strategy
Create a marketing plan that supports where your firm is going next.
It should start with your business goals.
We help professional service firms identify the priorities, opportunities, and initiatives that matter most for the year ahead—then turn them into a focused, practical plan your team can actually execute.
Here’s our process:
Assess. We start by understanding where you are today. We’ll review your business goals, growth priorities, audiences, current marketing activities, existing materials, and what has changed within your organization or market. This gives us the context to determine what marketing needs to accomplish next.
Clarify. Next, we define your marketing priorities for 2027. That may include strengthening your positioning, increasing visibility, supporting a particular service or market, improving your website, developing thought leadership, launching something new, or creating a stronger foundation for future growth. The goal is focus: identifying the priorities that deserve your attention and resources.
Plan. With those priorities established, we determine the initiatives that will best support them. Depending on your goals, your strategy might include:
Website and content initiatives
Thought leadership
Email marketing
Campaigns
Events and speaking opportunities
Service or market launches
Brand and messaging initiatives
Client and referral marketing
Digital visibility
AI search visibility
Strategic partnerships
Other targeted marketing opportunities
Recommendations are tailored to your organization, audience, resources, and goals.
4. Roadmap. Finally, we turn the strategy into an actionable roadmap. You’ll know what to focus on, when key initiatives should happen, how they connect to your larger goals, and how progress should be measured. Instead of starting January wondering what marketing should do next, you’ll have a clear direction for the year ahead.
Deliverables
At the end of the engagement, you’ll have a customized 2027 marketing strategy and plan designed around your organization’s priorities. Depending on the scope of the engagement, your plan may include:
Defined marketing goals and objectives
Strategic priorities for 2027
Recommended audiences, markets, or service areas to emphasize
Messaging or positioning recommendations
Recommended marketing initiatives and channels
Quarterly priorities and sequencing
Campaign and content opportunities
Key performance indicators
An actionable roadmap for implementation
Just as importantly, you’ll have greater clarity about what not to prioritize—so your team can spend its time and budget where they can make the greatest impact.
Who is this for?
This engagement is designed for professional service firms that are heading into 2027 with meaningful business goals but need greater clarity about how marketing will support them.
It may be a good fit if:
Your business has evolved, but your marketing hasn’t kept pace.
You have ambitious growth goals but no clear marketing roadmap.
Your team is doing a lot of marketing without a clear sense of what’s working.
You’re preparing to launch a new service, enter a new market, or pursue a new audience.
Your website, positioning, or messaging may need to evolve to support your next stage of growth.
Marketing decisions tend to happen reactively throughout the year.
You want an experienced strategic perspective before committing budget and resources to specific tactics.
You don’t need more marketing activity. You need clarity about which marketing activities will actually move the business forward.
Strategy First, Tactics Second
trategy First. Tactics Second.
It can be tempting to start annual planning by filling a calendar.
What campaigns should we run?
What should we post?
Which events should we attend?
How often should we send emails?
Those decisions matter—but they come later.
Squarefire starts with the bigger questions: where the business is going, what marketing needs to accomplish, what may be standing in the way, and where your resources can make the greatest impact.
Then we build the plan.
That’s how marketing becomes a strategic business function rather than a collection of activities.
Let’s Build Your 2027 Marketing Strategy
Start the year knowing where your marketing is headed—and why.
Squarefire will help you connect your business goals to a focused marketing strategy and practical roadmap for the year ahead.
What People Are Saying
“Squarefire is organized and brings great ideas, but also listens and takes the time to get to know what makes your business special so they can better represent your brand.”
“Squarefire was able to brainstorm with me and curate a unique and effective marketing campaign for over 20 small businesses with unique offerings, needs and technological capabilities. But most importantly they were organized and timely with deadlines and deliverables and made my oversight process a breeze.”
“Squarefire expertly led us through creating a campaign name, logo, website, and communications strategy for our first major capital campaign. Christie communicates effectively and gains the consensus required to keep things moving.”
“Christie is a swiss army knife of talents and has the rare ability to undertake and complete specific projects always with the big picture in mind. She has a gift for corporate branding”